Payments
- Accepting Insurance Payments
- Entering Client Payments (Cash, Check, Credit Card)
- Accepting and Applying a Pre-Payment from a Client
- Issuing Refund for Overpaid Client
- Retrieve a Previously-Generated Receipt
- Upload and Allocate Electronic Remittance Advice (ERA) files (.835)
- Issuing a Refund
- Set Up Online Payments (Credit Card/Apple Pay/GooglePay/Etc) Using Stripe
- Set Up Payment Alerts
- Allow Credit Card Charges for a Client
- Add a Credit Card for a Client
- Remove a Credit Card from a Client’s Account
- Accepting Payments via the Client Portal
- Toggle Auto Post of Payments via the Client Portal
- Search/Find Payments